Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Ann Avera is a financial advisor with over 20 years of experience in the financial services industry. Beverly is currently registered with Stifel, Nicolaus & Company, Inc. in Georgia and Texas. Beverly has previously worked at WELLS FARGO ADVISORS, LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and THE ROBINSON-HUMPHREY COMPANY, LLC. Beverly has passed the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE exams. Beverly offers financial planning, portfolio management, and other investment-related services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
04/06/2020 - Present
Stifel, Nicolaus & Company, Inc. (VALDOSTA GA)
GA
03/12/2010 - 10/05/2010
WELLS FARGO ADVISORS, LLC (VALDOSTA GA)
GA
06/01/2009 - 03/31/2010
MORGAN STANLEY SMITH BARNEY (VALDOSTA GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (VALDOSTA GA)
GA
05/12/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BOTH
Issued 03/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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